Where Strategy Meets Execution

Global Reach, Local Presence

Botsford Associates is a boutique management consulting firm with deep subject matter expertise in capital markets, wealth management, and asset management.

We provide strategic guidance and tailored solutions to our client's most critical and transformative projects globally. Our project portfolio encompasses many initiatives, from complex regulatory changes to operational optimization and digital transformations.

By bridging the gap between business and technology, we enable successful end-to-end execution of innovative strategies and deliver exceptional value with measurable results.

Why Botsford Associates


We think there is a better way to solve complex problems

Latest Highlights

  • Markets in Crypto-Assets (MiCA)

    July 2025

    Regulatory Overview & Timeline, Types of Crypto-Assets and Services Covered under MiCA, Rules for Issuers of Crypto-Assets, Crypto-Asset Service Providers (CASPs) Regulatory Framework and Prevention of Market Abuse Involving Crypto-Assets

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  • ISDA SwapsInfo Quarterly Review

    July 2025

    What is the SwapsInfo Quarterly Review? Key Highlights of the SwapsInfo Quarterly Review for the First Quarter of 2025, Key Highlights for Q1 2025: Interest Rate Derivatives, Key Highlights for Q1 2025: Credit Derivatives

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  • Bay Street Games Update - Watch us in action! (Video)

    June 2025

    Earlier this month, the Botsford team had the incredible opportunity to take part in the Bay Street Games, hosted by Capitalize for Kids. It was an unforgettable experience, rallying for a cause that truly matters: supporting youth mental health.

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  • Strengthening Canada's AML/ATF Framework

    June 2025

    Regulatory Overview and Timeline, Summary of the Key Changes, Trade, Information, and Ownership Reforms, Sectors Added to Canada’s AML/ATF Regime

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What we do

We are dedicated to deeply understanding our client’s businesses and specific needs and partner closely with them to bring resourceful, impactful, and sustainable solutions that drive long-term success. 

As a firm committed to staying at the forefront of technology, we continuously explore real-world applications of big data, predictive analytics, and cloud computing, leveraging these technologies to help our clients capitalize on opportunities for growth in an increasingly competitive market.

Practices

Capital Markets

Our leaders draw on experience in project transformation across all levels of business, from design to execution, to enhance operational efficiency, technological infrastructure, cost optimization, and automation initiatives. 

Global Wealth and Private Banking

Firms need strategic frameworks that include the flexibility to evolve when crafting new and bold plans to remain resilient and profitable in a constantly shifting landscape.  

Asset Management and Insurance

The industry is transforming as rapid digital innovations, market volatility, heightened client interest in ESG (environmental, social, and corporate governance) investments, and transparency around pricing, all collide to create new challenges.

Retail Banking and Payments

Banking is becoming an increasingly digital and customer-driven world with demands of on-the-go convenience and concerns around data protection at the forefront of a rapidly changing global economy.